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Insurance Operations Associate
2 months ago
As an Insurance Operations Associate at Insurance Office of America, you will play a vital role in supporting our account team and producers in delivering exceptional customer service and policy administration. This is a hybrid role based out of our San Diego, CA office, seeking individuals with 1-2 years of insurance experience.
Key Responsibilities:- Administrative Support: Assist in directing day-to-day activities and workflow assigned to Team Support/Receptionist and Account Assistant.
- Policy Processing: Process policy endorsements, carrier audits, cancellations, reinstatements, and lost policy releases accurately and within required timeframes.
- Document Preparation: Prepare check requests, invoices, premium finance agreements, summaries of insurance, and other documents as needed.
- Customer Service: Provide support in the new business or renewal business workflow, and maintain frequent, transparent communication with the account team regarding individual and team client service and policy administration activities.
- Data Entry and Maintenance: Enter and maintain accurate data in agency management systems, other agency-supported systems, and carrier/vendor online platforms.
- Quality Control: Monitor and maintain activity/suspense, taking required action to ensure completion within required timeframes.
- 2+ years of industry experience or 5+ years of related experience in customer service.
- Good understanding of what an insurance brokerage is and does.
- All required active licensing.
- Excellent administrative, multi-tasking, and organizational skills.
- Excellent customer service skills.
- Outstanding verbal/written communication skills.
- PC proficiency, including basic knowledge of MS Office products, including Outlook, Word, and Excel.
- Exceptional personal character.
- High School Diploma (or equivalent).
- Competitive salaries and bonus earning potential.
- Great benefits, including company-paid health insurance.
- Paid time off for holidays, vacations, and sick time.
- 401K with an employer match.
- Participation in our employee stock plan.
- Opportunities for professional growth and career progression.
- A culture that emphasizes respect for every individual.
- Company commitment to work/family life balance and community service.
- Teammates who share your drive for excellence.
